SEARCH

Tax Preparer, 111 (Lead) Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
TAX PREPARER, 111 (LEAD)
Professional Summary

Highly motivated, multi-talented and diversified business professional with over 25 years in the financial services industry. Proven success in leadership, operational excellence and organizational development, with a keen understanding of the banking and life insurance industry. Five successful years in individual tax return preparation within a fast-paced, high volume environment. Skilled in generating new business based on an unrelenting focus on personalized relationship building with clients.

Skills
  • Tax Returns Preparation
  • Estimations
  • Calculations
  • Tax Planning
  • QuickBooks proficiency
  • Financial statements expertise
  • Payroll familiarity
  • Account reconciliation
  • Time management
  • Interpersonal strengths
  • Relationship building
  • Verbal/written communication
  • Detail-oriented
  • Customer service oriented
Work History
Tax Preparer, 111 (Lead), 12/2015 to Current
Tax Services Of America – Snellville, G.A.
  • Manage assigned location.
  • Interview clients to collect information and gather paperwork prior to preparing tax returns.
  • Review clients tax documents to determine eligibility for additional tax credits or deductions.
  • Maintain complete records of client tax returns and supporting documentation in secured areas.
  • Offer clients recommendations to reduce tax liabilities.
  • Pursue policies and procedures to promote client retention.
Tutor, 02/2014 to Current
Wyzant Inc. – Chicago, IL
  • Plan lessons for one-hour duration, to strengthen weak subjects and build skills on stronger ones.
  • Collaborate with students to complete homework assignments, identify lagging skills and correct weaknesses.
  • Structure activities towards interactive learning, such as, word analysis, reading understanding and fluency skills.
  • Consult with parents on progress and concerns.
Life Insurance Sales Agent, 01/2007 to 12/2007
Monumental Insurance Company – Fort Lauderdale, FL
  • Scheduled appointments and consultations with prospective clients, to determine needs and financial situations.
  • Sold policies to new and existing clients.
  • Up-sold additional products and services to existing clients.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Conducted group meetings of over 100 people to cultivate new business opportunities.
  • Collected premiums and addressed client's needs and concerns.
  • Organized and collected medical specimens to comply with underwriting requirements.
Medical Assistant, 04/2000 to 05/2005
Dr. Judith Sweetbaum – Margate, FL
  • Obtained patient's medical history, weight, temperature and blood pressure.
  • Assisted with routine checks and collection and processing of specimens.
  • Prepared blood, urine, stool and sputum lab specimens for diagnostic evaluation.
  • Administer vaccinations as ordered by physician.
  • Maintained detailed information of test results, and called patients with negative results.
  • Referred positive lab test results to physician to speak with patients.
  • Sanitized, restocked and organized exam rooms and medical equipment.
Education
MBA: International Business, 06/2009
Keiser University - Fort Lauderdale, FL
  • Graduated with 4.0 GPA
  • Graduated cum laude
  • Recipient of Keiser University Scholarship
Bachelor of Arts: Criminal JusticeKeiser University - Fort Lauderdale, FL
  • Recipient of Keiser University Scholarship.
  • Member of Phi Theta Kappa.
  • Dean's List (All semester's 2004-2008.
  • Graduated with 3.90 GPA.
  • Graduated cum laude.
  • Class Valedictorian (2008).
Associate of Arts: AccountingGwinnett Technical College - Lawrenceville, GA
  • Pursuing Associates of Arts degree (Expected graduation date June 2021)
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Tax Services Of America
  • Wyzant Inc.
  • Monumental Insurance Company
  • Dr. Judith Sweetbaum

School Attended

  • Keiser University
  • Gwinnett Technical College

Job Titles Held:

  • Tax Preparer, 111 (Lead)
  • Tutor
  • Life Insurance Sales Agent
  • Medical Assistant

Degrees

  • MBA : International Business , 06/2009
    Bachelor of Arts : Criminal Justice
    Associate of Arts : Accounting

Similar Resumes

View All
Tax-Preparer,-Accountant,-Legal-Assistant-resume-sample

Tax Preparer, Accountant, Legal Assistant

David McCullough Tax Accountant

Crosby, Texas